SUMCO Corp (ADR)
SUMCYQ4 2021(SUMCY Q2 FY2022)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$329.0M
AI Revenue (Q)
$75.0M
Total Revenue (Q)
$750.0M
Analysis
Semiconductor cycle broad-based. AI training chips growing but small share of total wafer consumption. ~10%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix